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The Goodland Group

Updated today

Client assets under management

$71,332,899

Clients

110

70% high-net-worth

Advisors

4

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

28

Low

Average account size

$648,481

About

The Goodland Group is a registered investment adviser serving individual and high‑net‑worth clients with discretionary portfolio management and a range of financial planning services. The firm reported roughly $71 million in assets under management across about 110 client relationships and utilizes third‑party custodians and platform services for account custody and trade execution.

The firm emphasizes a primarily passive investment approach, constructing customized investment policy statements and implementing portfolios largely with index mutual funds and exchange‑traded funds, and it may recommend third‑party managers or sub‑advisors for specific client needs. Investment management is provided on a discretionary basis, and financial planning is offered as one‑time engagements, ongoing retainer arrangements, and a Washington‑specific ongoing planning program with periodic monitoring.

Notably, the firm regularly provides educational seminars, workshops, and speaking engagements on personal finance topics and may offer these pro‑bono in some cases, an offering that is relatively uncommon among comparable team firms. The brochure also discloses ancillary consulting work for fintech companies on content and product strategy, an atypical non‑advisory activity that further differentiates the firm’s service mix.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement income strategy Passive / index investing

Occupation focus

Self-Employed Executive

Demographic focus

Mid-Career Professionals Approaching retirement

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Fee options

Fixed

One-Time Financial Planning fixed fee ranges from $2,200 to $7,500; Ongoing Comprehensive Financial Planning upfront fee $1,750 - $2,500 plus $375 - $475 per month; speaking engagements $0 to $15,000 per engagement

Percentage

$0 - $2,500,000: 0.75% $2,500,001 - $10,000,000: 0.60% $10,000,001+: 0.45%

Project-based

$250 per hour for financial planning services and project-based engagements

Subscriptions

Ongoing Comprehensive Financial Planning monthly fee $375 - $475 per month

Main office location

The Goodland Group

Goleta CA, United States

Number of offices

3

Most active in

California · Colorado · New Jersey · New York · North Carolina · Texas · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Elissa N

Series 65

Lake Stevens, WA

The Goodland Group

Elissa Nelson is a financial advisor at The Goodland Group with a Series 65 designation and two years of industry experience. Prior to joining The Goodland Group, she worked at Brighton Jones and has a varied background including multiple roles at Washington State University and Nordstrom. The Goodland Group provides discretionary investment management and financial planning services primarily to individuals and high-net-worth clients, managing approximately $46 million across about 91 clients. The firm uses a passive, asset-allocation approach with diversified portfolios and incorporates third-party platforms and sub-advisors, alongside a public education program offering seminars and workshops.

College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement income strategy Passive / index investing Self-Employed Executive Mid-Career Professionals Approaching retirement

Natalie T

CFP®

Goleta, CA

The Goodland Group

Natalie draws on 20+ years of comprehensive financial planning experience, 10+ years in fintech, and more than a decade of professional speaking to share advice that works in real life, not just on paper. She founded The Goodland Group to serve mid-career professionals with significant equity compensation (stock options and RSUs) at both public and private VC-backed companies. Natalie and her team of financial planners help clients who are navigating the tradeoffs between saving for retirement, paying off debt, saving for college, buying homes, family vacations, supporting aging parents, and making decisions around equity compensation, taxes, investment strategy, insurance, and career changes. They’re often making more than they ever have before, and are looking for a thought partner to navigate all of the decisions ahead as they move beyond the basics of building an emergency fund, paying off high interest debt, and investing in their 401(k).

Equity Recipients (RS/RSU, SOP, ESPP) Self-Employed Executive Married/Couples/Partners Mid-Career Professionals Gen Y/Millennials (Born 1980-1995)
user avatar

Miranda B

CFP®, Series 65

Goleta, CA

The Goodland Group

Miranda Bergemann is a CFP® with five years of industry experience, currently serving as a financial advisor at The Goodland Group. She has previously worked at Brighton Jones LLC and held positions at Charles Schwab, Morgan Stanley, and Professional Financial Specialists, Inc. The Goodland Group provides discretionary investment management and financial planning services primarily to individual and high-net-worth clients, managing approximately $46 million. The firm emphasizes a passive, asset-allocation approach using diversified portfolios with ETFs and mutual funds, and is noted for its public education and outreach programs as well as FinTech consulting services.

College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement income strategy Passive / index investing Self-Employed Executive Mid-Career Professionals Approaching retirement
user avatar

Cynthia H

CFP®, Series 65

Goleta, CA

The Goodland Group

Cynthia Hall is a CFP® and holds a Series 65 license with eight years of industry experience. She has worked with firms including Northwestern Mutual and LearnLux Inc. Her background includes roles in financial planning and consulting services. She is part of The Goodland Group, a team of four advisors serving individuals and high-net-worth clients with discretionary investment management and comprehensive financial planning. The firm employs a passive, asset-allocation strategy using diversified portfolios and integrates third-party platforms and sub-advisors. The Goodland Group is also known for its public education programs and fintech consulting services alongside its advisory work.

College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement income strategy Passive / index investing Self-Employed Executive Mid-Career Professionals Approaching retirement
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